NVIDIA Corporation (NVDA)

Both firms have declining sales. Martin Whitman would suspect an industry slump or new disruptive entrants.

Both firms have negative gross profit growth. Martin Whitman would question the sector’s viability or cyclical slump.

Both companies show negative EBIT growth. Martin Whitman would consider macro or sector-specific headwinds.

Both companies face negative operating income growth. Martin Whitman would suspect broader market or cost hurdles.

Both companies face declining net income. Martin Whitman would suspect external pressures or flawed business models in the space.

Both companies exhibit negative EPS growth. Martin Whitman would consider sector-wide issues or an unsustainable business environment.

Both face negative diluted EPS growth. Martin Whitman would suspect an industry or cyclical slump with heightened share issuance across the board.

Slight or no buybacks while TSM is reducing shares. John Neff might see a missed opportunity if the company’s stock is cheap.

Slight or no buyback while TSM is reducing diluted shares. John Neff might consider the competitor’s approach more shareholder-friendly.

No Data available this quarter, please select a different quarter.

Both companies show negative OCF growth. Martin Whitman would analyze broader economic or industry conditions limiting cash flow.

10Y revenue/share CAGR above 1.5x TSM's 69.24%. David Dodd would confirm if management’s strategic vision consistently outperforms the competitor.

Positive 5Y CAGR while TSM is negative. John Neff might see an underappreciated edge for the firm vs. the competitor.

Positive 3Y CAGR while TSM is negative. John Neff might view this as a sharp short-term edge or successful pivot strategy.

OCF/share CAGR of 2599.56% while TSM is zero. Bruce Berkowitz might see a slight advantage that could compound over time.

Positive OCF/share growth while TSM is negative. John Neff might see a comparative advantage in operational cash viability.

Positive 3Y OCF/share CAGR while TSM is negative. John Neff might see a big short-term edge in operational efficiency.

Positive 10Y CAGR while TSM is negative. John Neff might see a substantial advantage in bottom-line trajectory.

Positive 5Y CAGR while TSM is negative. John Neff might view this as a strong mid-term relative advantage.

Positive short-term CAGR while TSM is negative. John Neff would see a clear advantage in near-term profit trajectory.

Equity/share CAGR of 2155.17% while TSM is zero. Bruce Berkowitz might see a slight advantage that can compound significantly over 10 years.

5Y equity/share CAGR above 1.5x TSM's 23.14%. David Dodd might see stronger earnings retention or fewer asset impairments fueling growth.

3Y equity/share CAGR above 1.5x TSM's 1.87%. David Dodd verifies the company’s short-term capital management far exceeds the competitor’s pace.

Both reduce receivables yoy. Martin Whitman suspects a shift in the entire niche’s credit approach or softer demand.

We show growth while TSM is shrinking stock. John Neff wonders if the competitor is more disciplined or has weaker demand expectations.

Positive asset growth while TSM is shrinking. John Neff sees potential for us to outgrow the competitor if returns are solid.

BV/share growth above 1.5x TSM's 1.18%. David Dodd confirms if consistent profit retention or fewer write-downs yield faster equity creation.

No Data available this quarter, please select a different quarter.

We increase R&D while TSM cuts. John Neff sees a short-term profit drag but a potential lead in future innovations.

We expand SG&A while TSM cuts. John Neff might see the competitor as more cost-optimized unless we expect big payoffs from the overhead growth.